数据来源:国家统计局 2021-2025年社会消费品零售总额变化 | स्टेस | 社会消费品零售总额(亿元) | 同比变动(%) | | --- | --- | --- | | 2025年(1-6月) | 245458.0 | 5.0 | | 2024年 | 487894.8 | 3.5 | | 2023年 | 471495.2 | 7.2 | | 2022年 | 439732.5 | -0.2 | | 2021年 | 440823.2 | 12.5 | 数据来源:国家统计局 2021-2025年固定资产投资变化 | स्टेस | 固定资产投资(不含农户)(亿元) | 同比变动(%) | | --- | --- | --- | | 2025年(1-6月) | 248654 | 2.8 | | 2024年 | 514374 | 3.2 | | 2023年 | 498394 | 3.0 | | 2022年 | 483878 | 5.1 | | 2021年 | 460222 | 4.9 (2) L. Relight and on be process and and and and and any to pr ...

家门口开设了老年食堂，几块钱就能吃上美味的三菜一汤；在社区养老服务中心，日常护理、体检、医 疗保健、康复训练等服务一应俱全；退休后在老年大学继续发光发热，追求艺术梦想…… 统计数据显示，截至2024年末，我国60岁及以上人口31031万人，首次突破3亿人，占全国人口的22%， 人口老龄化程度继续加深。而随着我国经济社会发展水平不断提升，老年人期待提高生活品质的愿望和 需求在不断增强，特别是以"60后"为代表的"新老年群体"，推动着需求结构从生存型向发展型转 变，"银发经济"有着巨大的市场空间和增长潜能。 具体来看，银发经济是向老年人提供产品或服务，以及为老龄阶段做准备等一系列经济活动的总和，涉 及面广、产业链长、业态多元、潜力巨大。老年群体的消费需求，既包括衣食住行用等传统的实物需 求，同时也包括健康、养老等服务需求，以及艺术、体育、休闲、娱乐等新需求。 当前，数字技术已经深度融入了我们的生产生活。5G、AI、大数据、物联网等新一代信息技术在银发 产业中深度融合应用也让老年生活更有质量、更安全。比如，街道养老服务中心应用智慧居家关爱系 统，通过智能穿戴设备、智能家居设备，可以实现对老年人生活状况和身体状况实时 ...

Group 1 - The first selection event of the Chengdu Silver-haired Private Domain E-commerce Industrial Park was held, featuring over 200 companies showcasing products related to health, daily necessities, and cultural entertainment [2] - Products that cater to the health needs of the elderly, such as Five Red Cake and propolis, as well as practical home medical devices like smart blood pressure monitors and blood glucose meters, attracted significant attention from channel merchants [2] - The event facilitated strong business connections, with companies expressing confidence in the potential of private domain e-commerce in the silver-haired market [2] Group 2 - The "Wenjiang-made" silver-haired products, such as Eight Treasure Powder and Five Red Cake, combine traditional health wisdom with modern craftsmanship, appealing to the elderly demographic [3] - Wenjiang is actively developing the silver-haired economy by establishing smart manufacturing zones, quality consumption areas, and health service zones, focusing on industries like rehabilitation aids and silver-haired food [3] - The Chengdu Silver-haired Private Domain E-commerce Industrial Park aims to create a comprehensive ecosystem for elderly product development, e-commerce incubation, brand promotion, and consumer services [3]

Group 1 - The rise of emotional economy is reshaping consumer behavior, with 64% of Chinese consumers prioritizing emotional satisfaction as their primary need [3][5][11] - The emotional economy is becoming a new economic engine, with significant growth in sectors like trendy toys, pets, and sports, as evidenced by the explosive sales during events like the Tmall 618 shopping festival [3][30] - Over 80% of surveyed consumers reported engaging in emotional consumption in the past year, with preferences varying by age group [6][8][10] Group 2 - Emotional consumption is defined as purchasing behavior aimed at achieving psychological compensation, indicating a shift from functional to emotional-driven consumption [5][10] - The "谷子经济" (Goods economy) market is projected to reach 168.9 billion yuan in 2024, reflecting a 40.63% increase from 2023, driven by the popularity of trendy toys and related products [30][34] - The pet industry is evolving into an emotional compensation system, with Gen Z spending an average of over 1,200 yuan per month on pet-related products and services [34][35] Group 3 - The silver economy is expected to reach a market size of 50 trillion yuan by 2050, driven by the new retired demographic who are financially stable and seeking quality experiences [35][36] - The healing economy is gaining traction, with a projected market value exceeding 240 billion yuan this year, fueled by rising demand for emotional wellness and immersive experiences [37][40] - Emotional marketing is widely accepted, with over 80% of respondents recognizing its influence on purchasing decisions, particularly among younger consumers [22][23]

Group 1: Low-altitude Economy - Binzhou participated in the "General Aviation and Low-altitude Economic Development Forum" during the sixth Multinational Corporation Leaders Qingdao Summit, inviting multinational companies for cooperation [2] - Binzhou has a low-altitude airspace of 6,607 square kilometers and over 330 days of favorable flying conditions, with three major aviation industrial parks hosting leading companies like COMAC and WanFeng Aircraft [3] - The forum provided a platform for Binzhou to discuss development with representatives from 43 countries and regions across six continents, promoting the concept of a "Sky City" [3] Group 2: Silver Economy - Binzhou is accelerating its layout in the silver economy sector, with the "123+N" home care model focusing on the core needs of the elderly, generating a silver economy output value of 2 billion yuan [4] - The "Learn, Practice, and Work" talent training model for medical and health care supports the industry by providing skilled personnel [4] - Binzhou's strong research capabilities position it as a leader in producing silver economy products nationwide [4] Group 3: Economic Cooperation with Germany - In 2024, the bilateral trade volume between Binzhou and Germany is expected to exceed 1.5 billion yuan, with a growth rate of 20.1% in the first quarter of this year [2] - Binzhou's investment in high-end aluminum, fine chemicals, and intelligent textiles aligns well with Germany's machinery manufacturing and automotive industries, creating a natural complementarity [2] - The "China-Germany Multinational Corporation Development Exchange Forum" featured discussions with representatives from major German companies, enhancing economic ties [2][3]

Core Viewpoint - The intersection of the aging population and technological advancements is reshaping the economic and social landscape of the Guangdong-Hong Kong-Macao Greater Bay Area, with a focus on integrating "silver economy" into high-quality development strategies [1][2]. Group 1: Silver Economy Development - By the end of 2024, the population aged 60 and above in Guangzhou is projected to reach 2.1292 million, accounting for 19.81% of the total population, with over half being aged 60 to 69 [2]. - The silver workforce, characterized by high knowledge levels and rich industry experience, is becoming a crucial resource for innovation and development in the Bay Area [2]. - Since the establishment of the first national silver think tank in Guangzhou in 2022, 1,370 silver experts have been recruited, leading to the launch of 32 key projects and attracting over 5 billion yuan in investments [2]. Group 2: Technological Integration - Guangzhou is embedding "silver wisdom" into the value chain of new productive forces through technological innovation, addressing demographic shifts and fostering high-quality development in the Bay Area [1][3]. - The first silver economy industrial park in the Greater Bay Area, with a total investment of 3.4 billion yuan, covers strategic sectors such as healthcare and smart elderly care, and includes a dedicated investment fund for comprehensive capital support [3]. Group 3: Collaborative Innovation - The conference highlighted ten exemplary projects that provide a concrete roadmap for integrating silver wisdom into the industrial chain, including advancements in stem cell therapy and AIoT health monitoring [6]. - The establishment of a closed-loop system from research and development to transaction in the silver economy industrial park enhances the capacity to support silver technology projects [6]. Group 4: Regional and Global Perspectives - The Greater Bay Area aims to not only be a leader in China's silver technology but also to set global standards and provide valuable aging solutions internationally [8]. - Future initiatives may include the creation of silver-friendly communities that encompass various services, attracting more high-end silver talent from Hong Kong, Macao, and internationally [7].

Core Viewpoint - The article discusses the implementation of policies in Liaoning Province aimed at promoting the development of the silver economy in response to the aging population, focusing on enhancing consumption and creating new growth points in the sector [1][2][3] Group 1: Policy Initiatives - The Liaoning Provincial Government has released the "Several Policies for Promoting the Development of the Silver Economy," which aims to match demand upgrades with supply innovations, adapting to the aging trend [1] - The policies target both "aging economy" and "pre-aging economy," extending from basic home and community elderly care to various fields such as cultural, travel, and technology products for the elderly [1] - Digital transformation is emphasized as a key driver for improving the silver economy, with support for smart production lines and digital workshops, providing up to 10 million yuan for eligible projects [1] Group 2: Financial Support and Incentives - Financial support is provided for the development of silver economy industrial parks, with varying amounts based on the number of enterprises established, ranging from 100,000 yuan for 5 enterprises to 1 million yuan for national-level parks [2] - The government encourages technological innovation in the elderly care sector, offering support for eligible technology projects from local enterprises and institutions [2] - Various measures such as subsidies, consumer vouchers, and silver economy expos are introduced to stimulate production and consumption, alongside quality assurance initiatives [2] Group 3: Consumer Support Measures - To expand the scale of elderly care service consumption, home adaptation products are included in the trade-in support program, with a 30% discount on the final sales price for eligible products [3] - Each consumer can only enjoy the discount once per product category, with a maximum subsidy of 2,000 yuan per product [3]

Group 1 - The "2025 Northeast Asia International Consumer Goods Expo" aims to create new consumption scenarios and promote regional consumption upgrades, featuring over 800 domestic and international brands [1][2] - The expo covers an exhibition area of 85,000 square meters and includes various themed consumption scenarios such as new energy vehicles and the silver economy, enhancing the integration of commerce, tourism, culture, and sports [1][2] - The event is part of a broader initiative to stimulate consumption and accelerate the establishment of Northeast Asia as an open cooperation hub, showcasing new products and technologies while fostering international collaboration [1][2] Group 2 - The expo highlights Liaoning's unique characteristics by showcasing local industries and specialty consumer goods, with dedicated exhibition areas for the 2025 Osaka World Expo [2] - International participation has increased, with exhibitors from countries like Japan, South Korea, Russia, and Australia, promoting economic exchanges and mutual learning within Northeast Asia [2] - The event features multiple themed exhibition areas focusing on consumption upgrade trends, including new energy vehicles and innovative products in smart home, health care, and cultural creativity sectors [2] Group 3 - A knowledge property rights protection workstation has been established at the expo to support international economic cooperation, ensuring a solid foundation for trade [3] - The expo's growing scale and brand influence are expected to significantly contribute to the economic cooperation and development of the regional consumption market in Northeast Asia [3]

金十数据6月11日讯，华泰证券研报称，继续看好2025年大消费板块，建议关注四条消费板块结构性投 资主线。一是 新消费投资机遇，美妆个护、国潮服饰等领域头部品牌正通过产品创新与全渠道布局实 现市占率突破。二是 高成长性的情绪消费赛道，潮玩IP经济、宠物经济、沉浸式服务等，正以社交 化、场景化的消费模式构建千亿高景气市场。三是蓬勃发展的 银发经济，适老化智能家电、老年教育 旅游等，将在政策支持和观念迭代中迎来黄金发展期。四是 "AI+"消费的技术赋能机遇，相关算力服 务、解决方案及率先落地的消费龙头股具备增长潜力。 华泰证券：看好2025年大消费板块，建议关注四条消费板块结构性投资主线 ...

Group 1: Aging Population and Economic Impact - The aging population in China is accelerating, with the proportion of individuals aged 65 and above increasing by approximately 0.6 percentage points annually from 2020 to 2024, faster than previous periods [3][5] - By the end of 2023, the 50-60 age group will be a significant demographic, indicating a strong demand for services such as healthcare and tourism, marking the next 5-10 years as crucial for the development of the silver economy [5][14] - Japan's experience with aging has shown a significant shift in consumption patterns, with a decline in discretionary spending and an increase in essential spending such as food and healthcare [9][11] Group 2: Policy Recommendations and Economic Strategies - Japan's silver economy evolved through three key phases, with the implementation of the Long-Term Care Insurance Law in 2000 being pivotal in marketizing elderly care services and alleviating financial burdens [19][21] - China can learn from Japan by establishing a comprehensive long-term care insurance system that adjusts based on demographic and income differences, thereby easing the pressure on healthcare funding [23] - Enhancing re-employment opportunities for younger seniors can stimulate consumption, as older individuals tend to spend more of their income compared to younger counterparts [23]